CoastEdge Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 16 private funds.
CoastEdge Partners reports 183 clients. They include 131 high-net-worth individuals, 22 corporations and other businesses, and 15 pooled investment vehicles. Of its assets, 58.8% ($1.26B across 1,008 accounts) are managed with discretion; $883M across 258 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 72% | 76% |
| Pooled investment vehicles | 8% | 14% |
| Pension and profit-sharing plans | 5% | 1% |
| Charitable organizations | 3% | 1% |
| Corporations and other businesses | 12% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 131 | $1.63B | 76.3% | $12.5M |
| Pooled investment vehicles | 15 | $302M | 14.1% | $20.1M |
| Pension and profit-sharing plans | 9 | $25.1M | 1.2% | $2.79M |
| Charitable organizations | 6 | $22.1M | 1.0% | $3.68M |
| Corporations and other businesses | 22 | $159M | 7.4% | $7.22M |
| Total | 183 | $2.14B | 100% | $11.7M |
- Clients
- 131
- Regulatory AUM
- $1.63B
- AUM share
- 76.3%
- Avg. per client
- $12.5M
- Clients
- 15
- Regulatory AUM
- $302M
- AUM share
- 14.1%
- Avg. per client
- $20.1M
- Clients
- 9
- Regulatory AUM
- $25.1M
- AUM share
- 1.2%
- Avg. per client
- $2.79M
- Clients
- 6
- Regulatory AUM
- $22.1M
- AUM share
- 1.0%
- Avg. per client
- $3.68M
- Clients
- 22
- Regulatory AUM
- $159M
- AUM share
- 7.4%
- Avg. per client
- $7.22M
Total
- Clients
- 183
- Regulatory AUM
- $2.14B
- AUM share
- 100%
- Avg. per client
- $11.7M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 16
- Financial planning clients last fiscal year
- 101–250
CoastEdge Partners charges 0.20%–1.00% a year for its Advisory Client Fees. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Reporting Services
- Reporting on investments CoastEdge does not manage is priced at fees negotiated with the client, depending on the nature of the investments held.
Richard Effress owns 50% to 75% of CoastEdge Partners. The leadership team of CoastEdge Partners includes Chief Investment Officer Parker Bush, Chief Operating Officer Nancy Vo Hamada and Chief Financial Officer Alexander Ponchak. It has 16 employees, 5 of them in advisory roles.
Leadership
- Alexander PonchakChief Financial Officer & Principal
- Nancy Vo HamadaChief Compliance Officer and Chief Operating Officer
- Parker BushDeputy Chief Investment Officer
- Richard EffressManaging Partner
- Steven SimpsonManaging Partner
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
- Parker A Bush
- Alexa Paige Cammarano
- Richard Joseph Effress
- Elliana Graham
- Garrett Louis Heine
- Ian Hill
- Elizabeth Kelly
- Steven Ostrowski
- Steven Scott Simpson
- Jordan Wohl
Staff
- 16 employees
- 5 in advisory functions
- 6 state-registered reps
- Owns 50% to 75% of Coastedge Partners, LLC
Richard Effress
Control person · since December 2014
- Owns 50% to 75% of Coastedge Partners, LLC
Steven Simpson
Control person · since January 2017
- Owns 50% to 75% of Coastedge Partners, LLC
Simpson Family Trust 12/15/09
Control person · since January 2017
Lauren Simpson
Trustee · Control person · since January 2017
- Owns 25% to 50% of Coastedge Partners, LLC
Jessica S. Effress 2012 Trust
Control person · since November 2020
Jessica Effress
Grantor · Control person · since November 2020
- Owns 5% to 10% of Coastedge Partners, LLC
Parker Bush
Control person · since January 2018
CoastEdge Partners’ regulatory assets grew from $1.9B (March 2021) to $2.14B (September 2026); clients rose from 130 to 183 and employees from 9 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $2.14B | 183 | 16 | 1 |
| May 2025 | $1.75B | 186 | 17 | 1 |
| March 2024 | $1.65B | 183 | 16 | 1 |
| July 2023 | $2.17B | 178 | 14 | 1 |
| March 2022 | $2.13B | 152 | 12 | 1 |
| March 2021 | $1.9B | 130 | 9 | 1 |
Besides its headquarters, CoastEdge Partners has 0 offices, with 1 listed address in California.
California · 1 listed address
- 4655 Executive Drive, Suite 325, San DiegoHQ
Contact and registration details
- Legal name
- Coastedge Partners, LLC
- Headquarters
- 4655 Executive Drive, Suite 325, San Diego, CA 92121
- Website
- coastedge.com
- Phone
- 858-997-2777
- @coastedge-partners-llc
- SEC file
- 801-70877
- Structure
- California LLC
- Fiscal year end
- December
CoastEdge Partners uses Charles Schwab ($1.67B) as custodian for its separately managed accounts. CoastEdge Partners has custody of $447M in client assets for 102 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Phoenix, AZ · $1.67B100%
At year end, CoastEdge Partners’ separately managed accounts were mostly in bonds (63%) and stocks (26%).
What the accounts hold
- Stocks26%
- Exchange-traded equities24%
- Non-exchange-traded equities2%
- Funds11%
- Pooled vehicles9%
- Registered funds2%
- Bonds63%
- U.S. government and agency bonds37%
- State and local bonds26%
- Cash1%
How many clients does CoastEdge Partners have?
CoastEdge Partners has 183 clients and manages $2.14 billion for them, as of September 2026. They include 131 high-net-worth individuals, 22 corporations and other businesses, and 15 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does CoastEdge Partners offer?
CoastEdge Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does CoastEdge Partners charge?
CoastEdge Partners charges 0.20%–1.00% a year for its Advisory Client Fees. The fee is negotiable.
Source: FORM ADV PART 2 DISCLOSURE BROCHURE, filed 27 March 2026
Which custodians does CoastEdge Partners use?
CoastEdge Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Phoenix, AZ), with $1.67B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026
How many financial advisors does CoastEdge Partners have?
CoastEdge Partners has 6 investment adviser representatives registered with state securities authorities, out of 16 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does CoastEdge Partners invest in?
At the end of its last fiscal year, CoastEdge Partners’ separately managed accounts held 37% U.S. government and agency bonds, 26% state and local bonds, 24% exchange-traded equities, 9% pooled vehicles (private funds and similar), 2% non-exchange-traded equities, 2% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents. It advises 16 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns CoastEdge Partners?
CoastEdge Partners’ direct owners are Richard Effress (50% to 75%), Steven Simpson (50% to 75%), Simpson Family Trust 12/15/09 (50% to 75%), Parker Bush (5% to 10%) and Jessica S. Effress 2012 Trust (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does CoastEdge Partners get paid?
CoastEdge Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is CoastEdge Partners registered with the SEC?
Yes, CoastEdge Partners has been registered with the SEC as an investment adviser since 9 December 2009. Its CRD number is 149685 and its SEC file number is 801-70877.
Source: Form ADV Part 1A, Item 1, filed 18 September 2026; IAPD firm record
How do I contact CoastEdge Partners?
CoastEdge Partners’ main office is at 4655 Executive Drive, Suite 325, San Diego, CA 92121. Its phone number is 858-997-2777. Its website is coastedge.com.